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Service Requests for Review = Service Requests that need a work order created or need to be sent to Accounting for a customer agreement
Approved Work Orders with No Assignment = Any work order that has been created and has no shop or technician assignment
To Process a maintenance work order:service request
- Select a service request to process from the Service Requests for Review portlet
- Take Ownership, this will let everyone else in Dispatch know that you are working on this Service Request. If you see someone else's name in the owner field, go home and select another service request.
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- Click on the button for New Row, you can add as many New Rows as you need for the shops required to complete the job.
- Click on the carrot caret to close the details
- IF SCHEDULING THE WORK ORDER: Type or use the magnifying glass to select a Shop
- If scheduling the work order, the shop supervisor will have the option to dispatch to a technician or leave it in the queue as work orders assigned to the shop.
- IF DISPATCHING THE WORK ORDER: Type or use the magnifying glass to select a Shop AND type or use the magnifying glass to select a technician.
- If selecting a technician, the technician will get a notification on their iPads of the new assignment.
- DO NOT CLICK ON COMPLETE ASSIGNMENT. This removes what you're trying to assign and no one will get notified the work order exists.
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